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CMS Energy
CMS

Overview Fund Activity

570 hedge funds and large institutions have $14.6B invested in CMS Energy in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 222 increasing their positions, 174 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+18
Holders Change %
+3.26%
% of All Funds
12.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
84
Increased
222
Reduced
174
Closed
58
Calls
$11.4M
Puts
$6.15M
Net Calls
+$5.27M
Net Calls Change
+$2.51M

Top Buyers

1
Millennium Management
Millennium Management
New York
$151M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$74M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$112M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$42.7M
5
State Street
State Street
Massachusetts
$792M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$16.8M
2
Goldman Sachs
Goldman Sachs
New York
$297M
3
Morgan Stanley
Morgan Stanley
New York
$48.9M
4
BC
Brookfield Corp
Ontario, Canada
$47.8M
5
BlackRock
BlackRock
New York
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
451
CAPTRUST Financial Advisors
North Carolina
$108K +$22.7K +409 +27%
NFG
452
Next Financial Group
Texas
$103K -$134K -2,396 -56%
NFH
453
NEXT Financial Holdings
Texas
$103K +$103K +1,847 New
LPIC
454
LeJeune Puetz Investment Counsel
Michigan
$102K +$102K +1,831 New
AF
455
Advisornet Financial
Minnesota
$98K – – –
OAM
456
Oppenheimer Asset Management
New York
$98K +$5.39K +97 +6%
FANJ
457
Financial Architects (New Jersey)
New Jersey
$97K +$5.07K +91 +6%
HCM
458
Hilton Capital Management
New York
$96K +$96K +1,729 New
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$87K +$5.39K +97 +7%
RFC
460
Regions Financial Corp
Alabama
$83K – – –
OC
461
Oakworth Capital
Alabama
$83K – – –
TAM
462
Tiverton Asset Management
Delaware
$82K +$11.1K +199 +16%
SWP
463
Strategic Wealth Partners
Ohio
$79K – – –
LC
464
Lindbrook Capital
California
$78K +$8.3K +150 +12%
SWA
465
Sutton Wealth Advisors
Florida
$67.8K – – –
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$66K +$51K +861 +340%
APA
467
American Portfolios Advisors
New York
$64.7K +$56.8K +1,022 +715%
BBNA
468
Bremer Bank National Association
Minnesota
$61K +$61K +1,100 New
Rockefeller Capital Management
469
Rockefeller Capital Management
New York
$57K +$40.8K +741 +252%
CIAS
470
Capital Investment Advisory Services
North Carolina
$56K – – –
JFGIW
471
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K -$7.47K -134 -12%
NIM
472
NuWave Investment Management
New Jersey
$55K +$44.9K +811 +443%
PB
473
Pinnacle Bancorp
Nebraska
$53K – – –
CAW
474
Cornerstone Advisors (Washington)
Washington
$51K +$6.95K +125 +16%
SBL
475
Sargent Bickham Lagudis
Colorado
$48K – – –
17 18
19
20 21